JOIN ME FOR GOOD DRINKS, GREAT FOOD, AND TAXES...

Puerto Rico: Space is Highly Limited 
“Rum and Taxes 2021”

 

Three 2-Day Sessions July 22nd - 29th, 2021

 (8am - 3pm Daily)

The event will be limited to 100 people in person. No exceptions.
The Sessions will sell out quickly. Enroll today to secure spot!

0
0
DAYS
0
0
HOURS
0
0
MINUTES
0
0
SECONDS

Meet Your Presenters

John Hyre, ESQ

 

Veteran Tax Attorney & Host

Your host with 25 years of experience as a tax attorney, accountant, and investor

Jeff Watson, ESQ

 

Attorney and Real Estate Investor

27 years of experience as a plaintiff’s litigation attorney, as well as an experienced investor

Seth Rosenberg
CFP®, CLU ®, LUTCF, GFS®

CEO Ability First Financial, a 5th generation financial planner expert in tax mitigation strategies, experienced investor.

Session 1: July 22-23 (Thu-Fri)

Advanced Self-Directed Retirement Plans

  • What are common issues with Self Directed Retirement Plans?  Are you reporting things correctly? What issues are triggering Audits?
     
  • Real-life studies on retirement plans.  How much can you put in a retirement plan $300K+
     
  • Communicating with employees about their retirement plans - how to avoid legal trouble.
     
  • I have multiple entities. Which entity should be the plan sponsor and why?
     
  • 3(38) vs 3(21) – do I need either and why?
     
  • Tax credits for setting up retirement plans
     
  • How to enhance existing 401(k) plans
  • Converting to Roth at a discount and distributing from traditional accounts at a discount
     
  • Proposed legislation targeted at self-directed retirement accounts
     
  • Plan Asset Regulations: A shield when making private investments with SDIRA’s/401k’s
     
  • Using personal guarantees in IRA deals (It can be done)
     
  • Preferred dividend LLCs to avoid UBIT; Blocker corporations to reduce it
     
  • Start-ups & self-directed IRA’s
  • A thorough review of Prohibited Transaction rules (because once is never enough)

Session 2: July 26-27 (Mon-Tue)

​Advanced Asset Protection & Entities

  • How litigation really works
     
  • Managing lawsuits
     
  • Buying the right insurance
     
  • Important policy provisions
     
  • Making claims on the policy
     
  • Asset protection during divorce proceedings
     
  • Choice of entity, including When C-Corporation 
     
  • Allocating depreciation & interest deductions (or other items) to other LLC Members
  • Tweaks to the classic asset/rental holding structure
     
  • Rollover Business Start-Ups
     
  • Entity Maintenance – How & Why So Many Entities Are Pierced
     
  • Section 1202 Companies
     
  • Selling a business:  Cash now, pay taxes in 30 years
     
  • Limited Liability vs. No Liability
     
  • Getting Inside a Creditor’s Head

Session 3: July 28-29 (Wed-Thu)

​Tax Planning in The Age of Biden

  • Use of leveraged insurance vehicles as an investment/ estate planning technique
     
  • Why most insurance investing is oversold
  • Understanding the risks that people do not show you and how those risks could be mitigated.
     
  • Use of the Family Limited partnership as an estate planning tool
     
  • Gifts of present vs future interest.
     
  • Think before you sign on the dotted line, do your due diligence
     
  • Planning to get around 58% capital gains rates
  • Deferral techniques (Income deferral trusts, charitable remainder trusts, installment sales to related persons, etc.)
     
  • 30-year deferral with an installment sale, cash now
     
  • Growing that Roth
     
  • C-Corp to keep income off the 1040
     
  • Employee tax credits
     
  • Green tax credits (if we have more information by then, still in process)
     
  • Planning to get around the loss of basis step-up:  Back to the 1970
     
  • Discounting

Food, Drinks, and Happy Hour Networking Sessions With The Sunset Fading Into The Ocean

Daily Schedule:  8 am to 3 pm daily, with an hour for lunch.

 
If you need special food accommodations, please notify us as soon as possible i.e. Kosher, Vegetarian, Vegan, Nut Allergy Etc.  

 

Location: The Hilton Caribe (beautiful beach area, invented the Pina Colada). 

 

Cost:  $1,500 per two-day Session.  All three Sessions for $2,500.  Get a 50% discount on a second attendee when you bring your spouse, child, licensed tax/financial/legal advisor of a regular paying attendee.

 

Rooms: An online registration link will be provided shortly Single/ Double Ocean View $189 + RF +tax + tip. SOLD OUT

7 pm Happy Hour Networking Sessions most nights. All Presenters will be in attendance. 

 

We will be organizing some after-event social outings (e.g. dinner, rum tour, cigars, etc.). 

 

Please note advisors... must maintain an active license for their profession (CPA/ Series 65, CFP, Bar admitted Lawyer)

Live at The Breathtaking Luxury

Hilton Hotel Caribe in San Juan, Puerto Rico...

Location: The Hilton Caribe (beautiful beach area, invented the Pina Colada). 

 

We have a special rate for attendees. Subject to availability.

Register to Attend The Puerto Rico: “Rum and Taxes 2021” Live Workshop

July 22nd - 29th, 2021 (8am - 3pm Daily)

The event will be limited to 100 people in person. No exceptions. The Sessions will sell out quickly. Secure your spot today!

0
0
DAYS
0
0
HOURS
0
0
MINUTES
0
0
SECONDS

*Best Value For 7 Days

$2,500/ person

+ $1,250 for 2nd attendee

Register for all three sessions from
July 22nd - 29th

Lowest Cost to Attend

$1,500/ person

+ $750 for 2nd attendee

Attend one session only. Choose the session at checkout

**Prices will increase once we reach 70% capacity. Register today to get the best price

100% Privacy. We Will Never Spam You!

* 7 days notice via email to cancel

Contact Information:

301 Calle del Recinto S, Ste. 703-04 Cond.
​Gallardo, San Juan PR 00901

No attorney-client relationship created by use of this website. Neither your receipt of information from this website, not your use of this website to contact Hyre Legal Group, LP creates an attorney-client relationship between you and Hyre Legal Group, LP. No legal advice intended. This website includes general information about legal issues and developments in the law. Such materials are for informational purposes only, and may not reflect the most current legal developments. These informational materials are not intended, and must not be taken, as legal advice on any particular set of facts or circumstances.

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes the use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® is the property of The American College, which reserves sole rights to its use, and is used by permission. This is not an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service offered by Ability First Financial, LLC and/or any affiliated or associated entity.

 

© Copyright - IRALawyer LLC. All Rights Reserved.